Refining a workflow
You don’t have to get a workflow perfect on the first try. Refining lets you adjust an existing workflow by describing the change — no rebuilding from scratch.
How to refine
Section titled “How to refine”Open the workflow and describe the change in plain language. assess.one applies just that change and shows you what it updated before you publish. Examples:
- “Also send the customer an SMS when the request is received.”
- “Add a manager approval step before issuing a refund.”
- “Change the high-value threshold from $5,000 to $10,000.”
- “Collect the customer’s phone number on the intake form.”
- “Rename the workflow to ‘Vendor Onboarding’.”
What refinement is good at
Section titled “What refinement is good at”- Adding, removing, or editing individual steps.
- Adjusting conditions, thresholds, and routing.
- Adding fields, notifications, or dashboard widgets.
- Renaming and rewording.
When to regenerate instead
Section titled “When to regenerate instead”Refinement makes targeted changes. If you want to fundamentally repurpose a workflow — a different process, different data, a different outcome — you’ll usually get a better result by starting a new workflow from a fresh prompt rather than refining the old one into something it wasn’t designed for.